Table 72. One-Way Wireless Messaging Workflow Policies
Workflow Policy Name
|
Description of Workflow Functionality
|
Conditions That Trigger the Workflow
|
Wireless Activity Policy (Sales)
|
Sends a wireless message to the new owner (Primary Employee) for an activity
|
Setting or changing the primary employee for an activity to a user with the Sales Representative - Wireless responsibility
|
Wireless Activity Policy (Service)
|
Sends a wireless message to the new owner (Primary Employee) for an activity
|
Setting or changing the primary employee for an activity to a user with the Field Service Representative - Wireless responsibility
|
Wireless Opportunity Policy
|
Sends a wireless message to the new owner (Primary Sales Team Member) for an opportunity
|
Setting or changing the primary sales team member for an opportunity to a user with the Sales Representative - Wireless responsibility
|
Wireless Service Request Policy
|
Sends a wireless message to the new owner for a service request
|
Setting or changing the service request owner to a user with the Field Service Representative - Wireless responsibility
|
eChannel Activity Assigned Wireless Alert
|
Sends a wireless message to the new owner (Primary Employee) for an activity
|
Setting or changing the primary employee for an activity to a user with the Partner Sales Representative - Wireless responsibility
|
eChannel Opportunity Assigned Wireless Alert
|
Sends a wireless message to the new owner (Primary Sales Team Member) for an opportunity
|
Setting or changing the primary sales team member for an opportunity to a user with the Partner Sales Representative - Wireless responsibility
|
eChannel Service Request Assigned Wireless Alert
|
Sends a wireless message to the new owner for a service request
|
Setting or changing the owner of the service request to a user with the Partner Sales Representative - Wireless responsibility
|
eService Request Confirm Wireless Alert
|
Sends a wireless message to the contact for a service request
|
Creating a new service request, assigning its contact to someone who has the Registered Customer - Wireless responsibility, and adding an area for the service request
|
eService Request Assigned Wireless Alert
|
Sends a wireless message to the contact for a service request
|
Adding an owner for a service request and setting the service request's Sub-Status to Assigned, for a service request whose contact has the Registered Customer - Wireless responsibility
|
eService Request Resolved Wireless Alert
|
Sends a wireless message to the contact for a service request
|
Setting the service request's Sub-Status to Resolved, for a service request whose contact has the Registered Customer - Wireless responsibility
|